This is a group internet-based training event. If you wish to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.
Objective
This information-packed course provides step by step training on the statement preparation process to produce electronic files for annual and quarterly filings. It includes an overview of administrative actions necessary to create a current period statement, as well as data entry tips for editing fixed/expandable/free-form schedules. You’ll also learn best practices for reviewing validations and NAIC file generation based on regulatory requirements as defined in NAIC Blanks and Instructions. This group internet-based course is the perfect cost-effective refresher for current eFreedom users.
Agenda
- Administration
- Install modules, update company information and add a statement
- Edit Identifiers
- An overview of data entry on fixed, expandable and free-form identifiers
- Importing and Exporting Data
- Validation and Resolution
- NAIC Submission File Creation
- User-Specific Topics by Request
Intended Audience
Personnel responsible for filing statutory statements and associated reports. No advanced preparation is required. A basic understanding of statutory accounting and reporting is helpful, but not required.
Estimated CPE Credit
3.5 credit hours